Senior Trust & Client Services Specialist

Quest Oracle Community; Tampa, Northern (FL, KY); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Northern Trust is seeking a detail-oriented professional to coordinate account administration across fiduciary, investment management, and custody accounts for complex client relationships. You will stay current with governing documents and facilitate service changes, while communicating progress to clients and partners.

The role requires strong communication, analytical capabilities, and experience with bank trust functions, with opportunities to mentor junior staff and contribute to process

Qualifications

• Excellent oral and written communication skills are required.
• Analytical, problem-solving, and organizational skills are required.
• Knowledge of internal bank trust functions is required.
• Highly flexible and adaptable to change.

Responsibilities

• Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.
• Develops and maintains working knowledge of governing documents and account agreements.
• Receives service requests from clients and partners, and communicates to service partners; obtains appropriate information to facilitate service changes or transactions.
• Oversees development of action plans for client servicing events and ensures execution and follow-up.

Skills

Communication skills

Analytical skills

Organizational skills

Education

Bachelor's degree

Tools

PeopleSoft

Job description

Northern Trust is seeking a detail-oriented professional to coordinate account administration across fiduciary, investment management, and custody accounts for complex client relationships. You will stay current with governing documents and facilitate service changes, while communicating progress to clients and partners.

The role requires strong communication, analytical capabilities, and experience with bank trust functions, with opportunities to mentor junior staff and contribute to process